Core Viewpoint - The company, Out of the Question (02438), experienced a significant stock price increase of over 15% following the release of its interim financial results, indicating positive market sentiment despite ongoing challenges in certain business segments [1] Financial Performance - The company reported a revenue of 179 million RMB for the first half of the year, representing a year-on-year increase of 10% [1] - Adjusted net loss was 1.408 million RMB, a decrease of 97.5% year-on-year [1] - The total loss for the period was 2.898 million RMB, down 99.5% compared to the previous year [1] Business Segments - Revenue from AI software business was 80.6 million RMB, showing a decline of 21.7% year-on-year [1] - Revenue from AI smart hardware business reached 98.3 million RMB, marking a substantial growth of 64.8% year-on-year [1] Strategic Initiatives - The company increased strategic market investments and brand promotion for its new product "TicNote" during the first half of the year, which led to short-term fluctuations in gross margin [1] - It is anticipated that as the inventory structure is gradually optimized, gross margin performance will stabilize [1] Industry Context - Apple has officially launched the eSIM-only iPhone Air, which may influence market dynamics [1] - Major domestic telecom operators in China are reportedly set to fully restart their eSIM services, with China Unicom leading the way in several provinces [1] - The company previously collaborated with Shanghai Unicom to launch the first domestic eSIM-supported smartwatch, Ticwatch 2, in 2017 [1]
出门问问尾盘涨超15% 上半年AI智能硬件业务表现亮眼 三大运营商或将重启eSIM